Madison Wealth Management Vanguard Dividend Appreciation Transaction History

Madison Wealth Management

$449 Million
Q3 2023

A detailed history of Madison Wealth Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Madison Wealth Management holds 4,556 shares of VIG stock, worth $829,875. This represents 0.16% of its overall portfolio holdings.

Number of Shares

4,556

Previous 4,521 0.77%

Holding current value

$829,875

Previous $734,000 3.68%

% of portfolio

0.16%

Previous 0.16%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	BUY	$155.38 - $166.95 $5,438 - $5,843	35 Added 0.77%	4,556 $707,000
Q2 2023 Aug 10, 2023	SELL	$152.74 - $162.43 $305 - $324	-2 Reduced 0.04%	4,521 $734,000
Q1 2023 May 08, 2023	SELL	$147.24 - $158.33 $30,478 - $32,774	-207 Reduced 4.38%	4,523 $696,000
Q4 2022 Feb 08, 2023	BUY	$144.84 - $158.71 $256,221 - $280,757	1,769 Added 59.74%	4,730 $718,000
Q3 2022 Nov 10, 2022	SELL	N/A	-683 Reduced 18.74%	2,961 $400,000
Q2 2022 Aug 11, 2022	BUY	N/A	512 Added 16.35%	3,644 $523,000
Q1 2022 May 16, 2022	BUY	N/A	16 Added 0.51%	3,132 $0
Q4 2021 Feb 11, 2022	BUY	N/A	101 Added 3.35%	3,116 $535,000
Q3 2021 Nov 12, 2021	BUY	N/A	22 Added 0.74%	3,015 $463,000
Q2 2021 Aug 12, 2021	BUY	N/A	56 Added 1.91%	2,993 $463,000
Q1 2021 May 11, 2021	BUY	N/A	2 Added 0.07%	2,937 $432,000
Q4 2020 Feb 09, 2021	BUY	N/A	2,935 New	2,935 $414,000

Others Institutions Holding VIG

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Madison Wealth Management Vanguard Dividend Appreciation Transaction History